DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
H•••••••• C•••••• U••• L••
Latest filing Mar 31, 2026
First filing on the tape Aug 24, 2015 · 20 filings
SEC status approved since Aug 31, 2015
RAUM
$1.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
23
17 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
6
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$1.6B as of Mar 31, 2026
Mar 25, 2016$169M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 26, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20160 then
Employees (5.A)23 as of Mar 31, 2026
Mar 25, 201610 then
Private funds6 as of Mar 31, 2026
Mar 25, 20162 then
RAUM -2.9% over the last fiscal year-0.1% a year over threeIARs 0 to 0offices 5 to 7
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $264MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H•••••••• C•••••• U•• F••••••• F••• I••• L••• | Real Estate Fund | $663M | 23 | Mar 26, 2019 |
| H•••••••• C•••••• U•• F••••••• F••• I•• L••• | Real Estate Fund | $457M | 16 | Mar 30, 2023 |
| H•••••••• C•••••• U•• F••••••• F••• I•• L• | Real Estate Fund | $430M | 28 | Oct 4, 2016 |
| H•••••••• C•••••• U•• F••••••• F••• I• L••• | Real Estate Fund | $170M | 32 | Aug 24, 2015 |
| H•••••••• C•••••• U•• F••••••• F••• I• A••• L••• | Real Estate Fund | $36.0M | 10 | Mar 28, 2017 |
| H•••••••• C•••••• U•• F••••••• F••• I• A••• L••• | Real Estate Fund | $13.1M | 11 | Aug 24, 2015 |
Owners and control persons
Schedule A and B, latest filing
- D•••••••• A•••••• W•••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- L•••••• D••••• · Managing Membercontrolsince 08/2012 · owns 50% to 75%
- S•••••• G••••••• J••• · Managing Membercontrolsince 08/2012 · owns 50% to 75%
Related persons
Schedule D 7.A
- H•••••••• C•••••• U•• F••••••• F••• I• G•• L•••pooled vehicle sponsory
- H•••••••• C•••••• U•• F••••••• F••• I• G•• L•••••pooled vehicle sponsory
- H•••••••• C•••••• U•• F••••••• F••• I•• G•• L•••pooled vehicle sponsory
- H•••••••• C•••••• U•• F••••••• F••• I• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Idaho Falls, ID1 employees
- Mahomet, IL1 employees
- Port Byron, IL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 14 to 17Mar 31, 2025 to Mar 31, 2026
- Advisory activities · 1 to 2Mar 31, 2025 to Mar 31, 2026
- Employees · 20 to 23Mar 31, 2025 to Mar 31, 2026
- Other offices · 5 to 7Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.6B to $1.6BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.6B to $1.6BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.6B to $1.6BMar 31, 2025 to Mar 31, 2026
- Related adviser · false to trueMar 31, 2025 to Mar 31, 2026
- Advisory employees · 15 to 14Feb 28, 2025 to Mar 31, 2025
- Employees · 19 to 20Feb 28, 2025 to Mar 31, 2025
- Financial planning clients · unset to Feb 28, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.8B to $1.6BFeb 28, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $1.8B to $1.6BFeb 28, 2025 to Mar 31, 2025
- RAUM · $1.8B to $1.6BFeb 28, 2025 to Mar 31, 2025
- Advisory employees · 14 to 15Mar 30, 2023 to Mar 29, 2024
- Employees · 18 to 19Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.6B to $1.8BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.6B to $1.8BMar 30, 2023 to Mar 29, 2024
- RAUM · $1.6B to $1.8BMar 30, 2023 to Mar 29, 2024
- Accounts · 5 to 6Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 11 to 14Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 5 to 6Mar 31, 2022 to Mar 30, 2023
- Employees · 16 to 18Mar 31, 2022 to Mar 30, 2023
- Other offices · 3 to 5Mar 31, 2022 to Mar 30, 2023
- Private funds · 5 to 6Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.1B to $1.6BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.1B to $1.6BMar 31, 2022 to Mar 30, 2023
- RAUM · $1.1B to $1.6BMar 31, 2022 to Mar 30, 2023
- Employees · 15 to 16Jan 19, 2022 to Mar 31, 2022
- Discretionary RAUM · $1.1B to $1.1BJan 19, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $1.1B to $1.1BJan 19, 2022 to Mar 31, 2022
- RAUM · $1.1B to $1.1BJan 19, 2022 to Mar 31, 2022
- Advisory employees · 8 to 11Mar 26, 2020 to Mar 26, 2021
- Assets in custody · unset to 0.0Mar 26, 2020 to Mar 26, 2021
- Employees · 11 to 15Mar 26, 2020 to Mar 26, 2021
- Discretionary RAUM · $942M to $1.1BMar 26, 2020 to Mar 26, 2021
- Pooled vehicle RAUM · $942M to $1.1BMar 26, 2020 to Mar 26, 2021
- RAUM · $942M to $1.1BMar 26, 2020 to Mar 26, 2021
- Discretionary RAUM · $813M to $942MAug 7, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $813M to $942MAug 7, 2019 to Mar 26, 2020
Signals
4 dated events
- H•••••••• C•••••• U••• L•• reported RAUM $1.6B, up 38% from $1.1B (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- W•••••• A••••• D••••••• (Chief Compliance Officer) appeared on Schedule A of H•••••••• C•••••• U••• L••Jan 19, 2022 · Control person joined · fact
- H•••••••• C•••••• U••• L•• reported RAUM $813.3M, up 44% from $564.8M (2018-03-26 to 2019-03-26)Mar 26, 2019 · RAUM change · derived
- H•••••••• C•••••• U••• L•• filed its initial SEC registration (Form ADV)Aug 24, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/homestead-capital-llc/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- H••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 415-369-9952reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
H•••••••• C•••••• U••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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